+2,423.9%
MUU vs WAB
+54.2%
+2,369.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.3% | -9.2% |
| 7D | +3.6% | -0.2% | +3.8% | +3.9% |
| 30D | +22.3% | -5.9% | +28.2% | +39.0% |
| 3M | -8.2% | +9.4% | -17.6% | -21.9% |
| 6M | +256.3% | +13.8% | +242.5% | +176.5% |
| YTD | +534.4% | +31.8% | +502.6% | +254.4% |
| 1Y | +2,163.5% | +48.5% | +2,115.0% | +879.0% |
| All | +2,423.9% | +54.2% | +2,369.7% | +827.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WAB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling